Sr. Business Analyst - 55619

Annex Consulting Group; Toronto; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution seeks an experienced Business Analyst for wealth transformation initiatives. The role involves managing end-to-end requirements within complex projects, engaging with multiple stakeholders, and ensuring effective delivery through Agile methodologies. Candidates should have strong wealth management experience and excellent analytical skills.

Qualifications

• 5+ years of experience in wealth transformation.
• Strong requirement management skills.
• Experience with Agile methodologies.

Responsibilities

• Lead end to end requirements management for wealth transformation projects.
• Facilitate workshops with stakeholders to define current and target states.
• Develop requirements documentation and ensure traceability.

Skills

Wealth

Agile delivery

End to end requirement management

Communication

Stakeholder Management

Analytical Thinking

Education

Undergraduate degree or MBA

Tools

Jira

Confluence

Job description

Business Unit: 4 - Business Architecture & PMaG (S_0002956)

Duration: Dec 31st 2025

Extension possible: TBC

Interview Process: 2 rounds virtual camera on

Work Location: Hybrid, 161 Bay Street Corporate, Toronto, Ontario ( in office 2 days a week could increase down the road )

CANDIDATE PROFILE DETAILS:

Degree/Certifications Required: UG or MBA preferred

Years of experience: 5yrs +

Reason for request/why opened: Project

% Interaction with Stakeholders: 90%

Project Scope: Large wealth front office transformation projects

Team Size: 4 ppl on the pod interacting with 10 + stakeholders

Selling Points of Position: Working within a leading FI organization

Background :

Wealth exp , Agile delivery , requirement management

SUMMARY OF DAY TO DAY RESPONSIBILITIES:

Lead BA-type resource to autonomously lead end to end requirements of a large, complex wealth transformation initiative.
• Oversee and lead end to end requirements management throughout the lifecycle of a complex Front Office Wealth Transformation (Planning, Elicitation, Analysis, Documentation, Sign-off)
• Navigate and manage multiple Business stakeholders throughout completion of project
• Lead Business stakeholder workshops to understand current state and determine target state
• Develop strong requirements documentation and traceability to sign-off
• Lead status updates for Requirements package as Lead BA
• BA Capability Expectations
• Communication & Stakeholder Management: 5/5
• Analytical Thinking: 5/5
• Requirements Management: 5/5
• Business (Wealth) Knowledge: 4/5
• Proactiveness: 5/5
• Preferred Experience:
• Wealth Transformation project experience preferred
• Wealth Front Office Experience nice to have
• Asset management and Trade flow knowledge nice to have
• Oversee and lead end to end requirements management throughout the lifecycle of strategic Front Office Wealth Transformation (Planning, Elicitation, Analysis, Documentation, Sign-off)
• Navigate and manage multiple Business stakeholders throughout completion of project
• Lead workshops to understand current state and determine target state
• Develop strong requirements documentation and traceability
• Lead status updates for Requirements package as Lead BA
• Wealth Transformation project experience preferred
• Wealth Front Office Experience nice to have

MUST HAVE:

1.) Wealth

2.) Agile delivery

3.) End to end requirement management

4.) Jira /Confluence

5.) FI industry

NICE TO HAVE

1.) Wealth front office processes